Cerity Partners’s Cloudflare NET Stock Holding History

Cerity Partners’s Portfolio NET Stock Details NET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$9.84M	Buy	47,698 +16,997	+55%	+$3.24M	0.01%	699
2025 Q4	$6.05M	Sell	30,701 -2,835	-8%	-$600K	0.01%	844
2025 Q3	$7.2M	Buy	33,536 +6,005	+22%	+$1.23M	0.01%	719
2025 Q2	$5.39M	Buy	27,531 +6,363	+30%	+$924K	0.01%	768
2025 Q1	$2.39M	Buy	21,168 +2,489	+13%	+$330K	﹤0.01%	1035
2024 Q4	$1.9M	Buy	18,679 +263	+1%	+$25.7K	﹤0.01%	1128
2024 Q3	$1.49M	Buy	18,416 +13,885	+306%	+$1.12M	﹤0.01%	1222
2024 Q2	$375K	Sell	4,531 -3,645	-45%	-$294K	﹤0.01%	1690
2024 Q1	$792K	Buy	8,176 +375	+5%	+$34K	﹤0.01%	1383
2023 Q4	$649K	Buy	+7,801	New	+$546K	﹤0.01%	1159
2022 Q1	–	Sell	-1,573	Closed	-$209K	–	1052
2021 Q4	$209K	Buy	+1,573	New	+$264K	﹤0.01%	918

Other funds holding NET

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's NET Position: Q1 2026 in Review

Cerity Partners increased its Cloudflare (NET) stake by 55% in Q1 2026, buying an estimated $3.24M and bringing the position to 47,698 shares worth $9.84M. The position accounts for 0.01% of the portfolio, ranked #699.

Cerity Partners first reported a position in NET in Q4 2021 and has held it in 11 quarters since. 1,130 funds tracked by Wall St. Rank hold NET as of Q1 2026.

Cerity Partners held 47,698 shares of Cloudflare worth $9.84M as of Q1 2026.
Cerity Partners bought 16,997 Cloudflare shares in Q1 2026, an estimated $3.24M.
Cloudflare made up 0.01% of Cerity Partners's portfolio in Q1 2026, its #699 holding.
Cerity Partners first reported a position in Cloudflare in Q4 2021 and has held it in 11 quarters since.
1,130 funds tracked by Wall St. Rank held Cloudflare as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.